Wealth Relationship Manager SAFE Act - Santa Clara
3 weeks ago
Job summary
Wealth Relationship Mgmt.The Wealth Relationship Mgmt.(Branch) SAFE Act is a seasoned professional role that applies in-depth disciplinary knowledge to develop new techniques and improve processes and workflow for the area or function.
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Responsibilities
- Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. ,
- Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling. ,
Job description
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